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Peachtree Investment Advisors’s IBM IBM Stock Holding History

Peachtree Investment Advisors’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-2,928
Closed -$455K – 167
2015
Q2 		$455K Sell
2,928
-90
-3% -$14.5K 0.34% 77
2015
Q1 		$463K Sell
3,018
-102
-3% -$15.5K 0.33% 78
2014
Q4 		$479K Sell
3,120
-145
-4% -$23.1K 0.32% 86
2014
Q3 		$592K Buy
3,265
+126
+4% +$23K 0.4% 77
2014
Q2 		$544K Sell
3,139
-251
-7% -$45.2K 0.36% 79
2014
Q1 		$624K Sell
3,390
-40
-1% -$7.04K 0.43% 68
2013
Q4 		$615K Buy
+3,430
New +$592K 0.42% 68

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Peachtree Investment Advisors's IBM Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of IBM (IBM) in Q3 2015, closing a stake of 2,928 shares — an estimated $455K sold.

Peachtree Investment Advisors first reported a position in IBM in Q4 2013 and held it in 7 quarters. The position peaked at $624K in Q1 2014. 1,713 funds tracked by Wall St. Rank hold IBM as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining IBM position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 2,928 IBM shares in Q3 2015, an estimated $455K.
  • Peachtree Investment Advisors first reported a position in IBM in Q4 2013 and held it in 7 quarters.
  • Peachtree Investment Advisors's IBM position peaked at $624K in Q1 2014.
  • 1,713 funds tracked by Wall St. Rank held IBM as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.